See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,248 | $123,793-26.3% | $177,821-48.7% | $79,858+14.3% |
| Participation rate | 94.4% | 84.7%+9.8pp | 87.7%+6.7pp | 69.6%+24.8pp |
| Annual return | 42.69% | 22.82%+19.9pp | 48.32%-5.6pp | 31.71%+11.0pp |
| Employer contribution / active EE | $2,393 | $4,095-41.6% | $5,918-59.6% | $2,471-3.1% |
| Participant deferral / active EE | $2,849 | $5,956-52.2% | $7,714-63.1% | $3,740-23.8% |
| Admin fee / account holder | $2,073 | $7,243-71.4% | $12,427-83.3% | $5,306-60.9% |